(https://www.cnbc.com/2026/06/02/software-stocks-just-passed-a-big-milestone.html) and the narrative is pure relief—AI infrastructure demand flowing through to enterprise SaaS, Jensen's blessing on Marvell as 'essential,' cloud winners returning. But here's what nobody's talking about: this rally happened *into* a hardening yield curve, and the 10Y is now sitting at 4.47% with the 10Y-2Y spread still flat at 42bp.

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